Practical analysis for investment professionals

Philosophy


Top Five Articles from August: Growth vs. Value, Blockchain, Tax-Loss Harvesting

In August's leading posts, Larry Cao, CFA, receives a blockchain update, Julie Hammond, CFA, considers the state of fixed income, and Clare Flynn Levy shares tips for succeeding as a portfolio manager.

Tips for Aspiring Portfolio Managers

What makes a good fund manager? A willingness to learn, from your own success and failures, but also from the wisdom of those who came before you.

New Decision-Making Perspectives: 13 Ways to Break the Frame

Once we’re aware of how incorrect framing can sabotage performance, how can we ensure that we are framing decisions properly?

Top Five Articles from May: Chart Crimes, Investing Lessons from Mom, and the Invisible Octopus

Does the CFA charter add value? Why does everyone hate finance and what can be done about it? The leading Enterprising Investor posts from May address these questions and more.

18 Chart Crimes and Misdemeanors

Truth is relative, falsehoods are seductive, and shortcuts are commonplace. Chart crimes are a clear manifestation of this, writes Sloane Ortel. 

Weekend Reads: Understanding Haiti and the Business of Philanthropy

Inspired by a recent trip to Haiti, Susan Hoover considers the nation's troubled history as well as its recent travails, the value and efficacy of international aid, and how to optimize charitable giving, in the latest edition of Weekend Reads.

The Wrong Debate: Four Lessons from the Insurance Industry

The asset management industry is at an inflection point. Learning clients’ goals, considering the whole picture, understanding their risk profiles, and using their unique objectives to create custom benchmarks are far better uses of time than debating the merits of active vs. passive investing, quarterly returns, or any of the other issues that are secondary to helping secure a brighter future for our clients.

Weekend Reads: Resilience

Julia VanDeren has been thinking about resilience. Not just in the face of disaster, but in careers as well. In this edition of Weekend Reads, she shares two key components of resilience and some things you can do to become more resilient.

Top Five Articles from August: The Market in Wartime, Sam Zell, Fund Names

Leading posts from August include Preston McSwain's call for more honest and accurate fee disclosures and performance reporting; an examination of Sam Zell's take on the economy by Julie Hammond, CFA; tips on how to ace job interviews by Julia VanDeren; Will Ortel's exploration of what's in a hedge fund name; and an analysis of capital markets during times of war by Mark Armbruster, CFA.

What to Call Your Fund

Can luck be multiplied through language? Picking a name for your firm that is both pronounceable and memorable would seem to play some role in the overall success of your effort. After all, you are unlikely to be the only game in town.



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